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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,409 | $155,795-45.8% | $136,298-38.1% | $69,631+21.2% |
| Participation rate | 90.0% | 75.2%+14.7pp | 81.9%+8.0pp | 70.7%+19.3pp |
| Annual return | 16.44% | 232464.33%-232447.9pp | 5156.27%-5139.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $5,873 | $2,991+96.4% | $4,696+25.1% | $2,032+189.0% |
| Participant deferral / active EE | $6,466 | $5,394+19.9% | $6,247+3.5% | $3,224+100.6% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |